WP Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
WP Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$202,000
-17.9%
1,565
-11.0%
0.08%
-18.6%
Q4 2021$246,000
-2.4%
1,758
+0.6%
0.10%
-1.0%
Q3 2021$252,000
-14.0%
1,748
-9.1%
0.10%
-15.6%
Q2 2021$293,000
+29.1%
1,922
+24.4%
0.12%
+24.5%
Q1 2021$227,000
-24.3%
1,545
-38.8%
0.10%
-32.4%
Q4 2020$300,000
+31.6%
2,526
+0.3%
0.14%
+5.8%
Q3 2020$228,000
+4.1%
2,518
+0.3%
0.14%
-11.0%
Q2 2020$219,000
-2.2%
2,510
+11.7%
0.15%
-33.3%
Q4 2019$224,000
-50.4%
2,247
+361.4%
0.23%
+371.4%
Q1 2019$452,000
-88.7%
487
-99.0%
0.05%
-98.8%
Q4 2018$3,985,000
+2359.9%
48,338
+3076.0%
3.93%
+2502.0%
Q3 2018$162,000
+5.9%
1,522
+4.7%
0.15%
+4.9%
Q2 2018$153,0001,4530.14%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
View complete list of ISHARES TR shareholders